The situs of a trust — where it is administered and the law that applies — can make a significant difference in trust administration and tax matters. This webinar will discuss the important ramifications of trust situs and how to use it for planning purposes.

Discussion Highlights:

• Rules and limits for determining and selecting trust situs
• The rule against perpetuities
• “Silent trusts” and its impact on trustee obligations to disclose 

and account

• Other significant laws or concepts affected by situs, including asset protection, powers of appointment, trust modification, creation of a directed trust, no contest clauses and alternative dispute resolution

Speakers:

Thomas W. Abendroth, Partner, ArentFox Schiff LLP

Stephen W. Murphy Partner, McGuireWoods LLP

Continuing Education Credits:

Live and Recording—CTFA 2.0 credits

Approved for  1.5 ME CLE 

To register, please email amelia.dow@portlandtrust.com.